IWM
Iams Wealth Management’s Comcast CMCSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Sell |
55,235
-230
| -0.4% | -$8.21K | 0.91% | 32 |
|
|
2025
Q1 | $2.05M | Buy |
55,465
+7,950
| +17% | +$293K | 0.94% | 39 |
|
|
2024
Q4 | $1.78M | Buy |
47,515
+2,693
| +6% | +$101K | 0.82% | 41 |
|
|
2024
Q3 | $1.87M | Buy |
44,822
+805
| +2% | +$33.6K | 0.92% | 36 |
|
|
2024
Q2 | $1.72M | Buy |
44,017
+5,044
| +13% | +$198K | 0.94% | 34 |
|
|
2024
Q1 | $1.64M | Buy |
38,973
+902
| +2% | +$38K | 1% | 29 |
|
|
2023
Q4 | $1.67M | Sell |
38,071
-7,240
| -16% | -$317K | 1.08% | 26 |
|
|
2023
Q3 | $2.01M | Buy |
+45,311
| New | +$2.01M | 1.39% | 16 |
|
|
2023
Q2 | – | Sell |
-36,666
| Closed | -$1.36M | – | 19 |
|
|
2023
Q1 | $1.36M | Buy |
36,666
+9,956
| +37% | +$370K | 1.13% | 25 |
|
|
2022
Q4 | $934K | Buy |
+26,710
| New | +$934K | 0.95% | 29 |
|